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Showing 19 Results of 163

Video

Responding to the RIAs need for technology integration

Nov 30, 2018

DPL Consultant Ross McGoodwin discusses the importance of technology to the RIA and how DPL...

Video

What surprises RIAs

Nov 30, 2018

DPL Senior Consultant Sam Johnson talks about what RIAs find surprising when they learn about...

Article

Time for RIAs to Rethink Insurance

Oct 25, 2018

Think Advisor Time for RIAs to Rethink Insurance At a recent conference of financial planners...

READ THIS AT THINKADVISOR

Podcast

The Money Life Podcast

Jul 09, 2018

David Lau, Founder & CEO of DPL Financial Partners talks about his latest venture: Commission-Free...

Article

4 Approaches To Managing Sequence Of Returns Risk In Retirement

Apr 12, 2017

4 Approaches To Managing Sequence Of Returns Risk In Retirement Attempting to sustain a fixed...

READ THIS AT FORBES

Video

A Day at DPL with Wade Pfau | Risk pooling explained

Jan 13, 2017

Wade Pfau PhD, CFA, RICP explains the benefits of risk pooling in a retirement strategy.

Article

Michael Finke on the Truth about Retirement Spending, the Annuity Puzzle, and Changing the Paradigm

Oct 01, 2016

The Journal recently talked with Finke to learn about his current research projects, his views...

READ THIS AT JOURNAL OF FINANCIAL PLANNING

White Paper

Evaluating Investments versus Insurance in Retirement

Jun 30, 2015

Advisor Perspectives Evaluating Investments versus Insurance in Retirement Retirement-income planning has emerged as a distinct...

White Paper

Alpha, Beta, and Now…Gamma

Aug 28, 2013

When it comes to generating retirement income, investors arguably spend the most time and effort...

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